Chad Gilbreth

WORK HISTORY

EDUCATION

SKILLS

ABOUT CHAD GILBRETH

My practice is different than most you’ve interviewed with. I have an intentional focus on you, not your money. I want to know about your needs, wants and wishes; what your definition of “rich” is. Our goal is to maximize your return on life by working toward your hopes and dreams.Where other advisors focus on products and investments, I focus on what gives you the greatest chance of achieving your vision of a meaningful life.I mostly work with people nearing or in retirement, women seeking a secure retirement and deep advisor relationship, family units and business owners.Our client base is limited to make sure we have the ability to create deep relationships with those we serve.I’ve been helping clients successfully retire since 2017 and have the longevity to help you get to and through retirement. The best fit for us is those who have specific hopes and dreams, value professional advice and want a partner in their life plan.I hold the Accredited Behavioral Finance Professional™ designation. I served 10 years as an Army Officer and also have several years of criminal justice leadership experience.My wife Brandy and I have two daughters, Stella and Sunny. Our family can regularly be found planning our next adventure, hiking or soaking up quality time with our loved ones.Erika Sprong is my senior branch office administrator. She and I opened our office in downtown La Salle together in May 2017. Erika’s intelligence, competence, attention to detail and client first attitude are second to none. She received the FPQP® designation in October 2023 and is the heartbeat of our practice.What do you want your future story to be?Are you working with someone that gives you comfort, confidence and security?We\'re actively onboarding those nearing or in retirement and would love the opportunity to earn your business. Here\'s to a life well instructions to opt out of Edward Jones commercial messaging and other important disclosures, see